SELLING YOUR BUSINESS: WHAT SHOULD YOU DO WHEN APPROACHED BY A BUYER?

June 1 @ 7:30 am - 9:00 am

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Out of the blue comes a phone call from a reputable company that has targeted your business for an acquisition or merger. You are flattered and you are intrigued. You decide the time could be right to sell, yet are you prepared to respond to an unsolicited buyer?

With cheap money in the financial system, the likelihood of receiving a call is fairly high. What should you do and more importantly, what should you NOT do when approached by someone who wants to buy your business?

Join Texas CEO for our Enlightened Speaker Series breakfast where we’ll detail what to do when the phone rings and all that goes into planning your exit strategy — before the phone rings.

Register now for our Thursday, June 1, breakfast at the Petroleum Club of Houston from 7:30 – 9:00 a.m.

SPEAKERS

David Walther, Director, Transaction Advisory Services, RSM US LLP

David provides buy-side and sell-side financial due diligence services to private equity and corporate entities. His experience is primarily in the manufacturing, industrial products and business services industries. David has practiced financial due diligence for more than ten years. In his current role, he delivers analysis of quality of earnings, working capital and financial trends and advice and consultation regarding purchase agreements. His focus includes projects requiring complex data analysis including multiple entities and carve-outs.

Matt Register, Managing Director, Corporate Finance Associates

Matt joined CFA after managing the successful sale of his family’s industrial manufacturing business to a Fortune 500 company. In the years prior to the acquisition, Matt was instrumental in executing a culture change from a low-tech “blacksmith shop” to a high precision parts manufacturer. This resulted in 250% growth in less than four years.

Prior to joining his family’s company, Matt served for over six years as an officer in the US Army, including combat tours in Afghanistan and Iraq.

Matt is the host of “Texas Business Radio,” a business news and information talk show that airs across Texas.

Libby Covington, Principal, The CapStreet Group, LLC

Libby joined The CapStreet Group in 2017. The CapStreet Group is a Houston-based, lower middle market private equity firm which focuses on investing in the industrial and outsourced business services sectors.

Prior to joining CapStreet, Libby was with Simmons & Company in the investment banking area for over five years. Also, she was previously with Fulbright & Jaworski and KPMG in business development roles.

Libby obtained her Bachelor of Business Administration degree in Finance from Loyola University, New Orleans. She has served on the board of the Association for Corporate Growth, Houston Chapter since 2014 and will be the 2017/2018 President of that chapter.

David Dodson, SVP & Wealth Regional Director, BB&T
David has nearly 20 years’ experience in the financial services industry working as a key advisor to wealthy families. David joined BB&T in 2016, serving as Senior Vice President and Wealth Regional
Director focusing his time in Austin, Houston and San Antonio. For the past decade and prior to joining BB&T, David worked for Salem Partners in both Los Angeles and Austin as Managing Director, Chief Investment Officer and Partner. During his time with Salem, David worked closely with the founders and key executives of several Texas-based companies including Adams Respiratory
Therapeutics, NEOS Therapeutics and ZS Pharma, among others.

David earned his Bachelor of Science in Business Administration with emphasis in Economics from the University of Kansas, and a Master of Science Degree in Finance, Investment Management, from
the Daniels College of Business at the University of Denver.

In addition, David is a CFA Charterholder, holds his CFP® certification, and served in the US Army’s 82nd Airborne Division, 2nd Brigade Combat Team, 1991 – 1994, Active Duty.